Western Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Western Wealth Management’s Portfolio JRO Stock Details JRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18,934	Closed	-$148K	–	681
2023 Q2	$148K	Buy	18,934 +490	+3%	+$3.81K	0.01%	619
2023 Q1	$148K	Buy	18,444 +333	+2%	+$2.74K	0.01%	612
2022 Q4	$141K	Sell	18,111 -3,044	-14%	-$24.5K	0.01%	585
2022 Q3	$167K	Buy	21,155 +24	+0.1%	+$204	0.01%	764
2022 Q2	$175K	Buy	21,131 +26	+0.1%	+$233	0.01%	746
2022 Q1	$214K	Buy	+21,105	New	+$211K	0.01%	775

Other funds holding JRO

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Western Wealth Management's JRO Position: Q3 2023 in Review

Western Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 18,934 shares — an estimated $148K sold.

Western Wealth Management first reported a position in JRO in Q1 2022 and held it in 6 quarters. The position peaked at $214K in Q1 2022. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Western Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Western Wealth Management sold 18,934 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $148K.
Western Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2022 and held it in 6 quarters.
Western Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $214K in Q1 2022.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Western Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.